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Strategy

WHAT WE DO AND WHY IT WORKS!

For over four decades, Maxwell Noll Investment Advisors has provided peace-of-mind investing to our clients. Our proprietary selection process keeps clients invested in known companies that deliver consistent price and dividend growth. We do not use open-end mutual funds, alternative investments, private placements or “mystery” investments.

Why don’t we like mutual funds? Because diversity is not always a good thing. Most funds offer way too much diversity, which can limit your growth potential. Plus, hidden sales charges and management fees can nibble away at your growth.

We are a fee-only advisor – 100% of our revenues come from management fees.

An experienced staff can help you plan for your future, whether it’s saving for a home, education, self-employment, retirement, and any other life’s events that require advance financial planning, and two CPA’s on staff (through our affiliate) specialize in assisting individuals, small business owners and non-profits with their tax-planning, accounting and retirement needs.

We’re glad you stopped by our site – stick around and see what we can do for you!